W9 forms OCR


This article describes how to build an OCR API that extracts data from W9 forms using our deep learning engine. If you want to automate your bank workflow, this article is for you. 




  1. You’ll need a free account. Sign up and confirm your email to login.
  2. You’ll need at least 20 W9 images or pdfs to train your OCR.



Define your W9 use case


First, we’re going to define what fields we want to extract from your W9. 





  • Name: The taxpayer's name. 


  • Address: The taxpayer's mailing address (number, street, and apt)


  • City: The taxpayer's city.


  • State: The taxpayer's state. 


  • Zip Code: The taxpayer's zip code.


  • Date: The date the W9 was filled.


  • Employer ID: The employer identification number.



That’s it for our use case. Feel free to add any other relevant data to fit your requirements. 



Deploy your API


Once you have defined the list of fields you want to extract from your W9, head over to the platform and press the ‘Create a new API’ button.


You land now on the setup page. Here is the image you can use for setting up the API, and my set up looks like this:



Set up your  W9 OCR API


Once you’re ready, click on the “next” button. We are going to specify the data types for each of the fields we want our API to extract.


Set up your  W9 OCR API


To go further, you can download this json config to set up your data model or do it manually.


Name: type String that never contains numeric characters. 


Name for  W9  OCR


Address: type String without specifications.


Address field for W9 OCR


City: type String that never contains numeric characters. 


City for  W9 OCR


State: type String that never contains numeric characters. 


State for  W9 OCR


Zip Code: type Number without specifications.


Zip Code field for  W9 OCR


Date: type Date with US format. 


Date field for  W9 OCR


Employer ID: type Number without specifications. 


Employer ID for  W9 OCR



Once you’re done setting up your data model, press the Start training your model button at the top of the screen.


Train your  W9 OCR API



Train your W9 OCR



Deep learning W9 OCR API



You’re all set! 


Now is the time to train your W9 deep learning model in the Training section of our API. 


In a few hours (minutes if you're fast), you’ll get your first model trained and will be able to use your custom OCR API for parsing W9 forms in your application.


To get more information about the training phase, please refer to the Getting Started tutorial. If you have any questions regarding your use case, feel free to reach out using our chat!